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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,073,407 | $175,231+512.6% | $149,696+617.1% | $139,466+669.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $40,124 | $5,478+632.5% | $4,821+732.3% | $4,754+744.0% |
| Participant deferral / active EE | $24,185 | $6,521+270.9% | $5,682+325.6% | $6,712+260.3% |
| Admin fee / account holder | $8,776 | $16,155-45.7% | $13,212-33.6% | $11,409-23.1% |